《滬深兩市》上證深成半日升0.2%至0.4% 銀行、券商、航運、煤電股走高
國務院總理李克強表示,內地繼續實施穩健貨幣政策兼適時降準。內地昨日(5日)新增本土病例38例。人行今日(6日)開展100億元人民幣(下同)逆回購操作,單日淨回籠900億元。人民幣兌美元中間價上調36點。上證深成個別發展後表現雙雙偏好,創板偏弱。
上證半日升13點或0.4%,收報3,620點;深成指升23點或0.2%,收報14,915點;滬深300指數升30點或0.6%,報4,931點;創業板指數則跌24點或0.7%,收報3,454點,成交1,611億元。上證深成半日成交分別爲3,434億元及4,233億元。
憧憬短期或降準。中資金融及銀行股造好,工行(601398.SH)、建行(601939.SH)分別升0.4%及0.9%。銀行股瑞豐銀行(601528.SH)、齊魯銀行(601665.SH)、郵儲銀行(601658.SH)、平安銀行(000001.SZ)升2.1%至4.6%。
券商股走高,中信證券(600030.SH)、廣發證券(000776.SZ)、東方證券(600958.SH)、中金公司(601995.SH)升2.3%-5.8%。券商行業近期有多項利好政策出臺,包括開展證券公司賬戶管理功能優化試點、放開險資參與證券出借業務、規範收益互換業務等。
據報內地11月房產貸款投放繼續「雙升」,官媒指恆大(03333.HK)個別事件不影響房產市場正常融資,房地產股走強,新黃浦(600638.SH)漲停。招商蛇口(001979.SZ)、保利發展(600048.SH)、金科股份(000656.SZ)、萬科(000002.SZ)升2.3%至3.3%。
航運股持續強勢,寧波能源(600982.SH)、盛航股份(001205.SZ)漲停。中遠海控(601919.SH)、長航鳳凰(000520.SZ)分別揚6%及3.2%。
煤炭、電力股持續強勢,遠興能源(000683.SZ)、廣匯能源(600256.SH)、晉控煤業(601001.SH)、電投能源(002128.SZ)升3.2%至7.2%。電力股續升,華能國際(600011.SH)、上海電力(600021.SH)、華電(600027.SH)升2%至8.1%。
傳內地批準成立新國有稀土巨頭,新公司擬將被命名爲中國稀土集團,最快將於本月在資源豐富的江西省成立。該公司是通過合併多間國有企業的稀土資產成立,包括有中國五礦集團、中國鋁業及贛州稀土集團。中國鋁業(601600.SH)漲停。稀土股造好,德宏股份(603701.SH)漲停。五礦稀土(000831.SZ)、焦作萬方(000612.SZ)分別升3.3%及3.6%。
鋰電池概念股走低,億緯鋰能(300014.SH)、贛鋒鋰業(002460.SZ)、天齊鋰業(002466.SZ)跌0.9%至2.4%。海外最大中國股票基金大舉減持寧德時代(300750.SZ),股價低開低走跌2.4%。
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